Truist Advisory Services, Inc
CRD#7214494
Investment Advisor
in Lynchburg, VA
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About this Advisor
Carrie Williams is a financial advisor based in Lynchburg, Virginia who has 1 year of industry experience. Williams is currently employed by Truist Advisory Services, Inc. Williams has gained experience at Bb&T and Truist Investment Services, Inc. Williams holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia.Truist Advisory Services, Inc is a registered investment firm that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It manages $53 billion in total assets across its 125,600 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 customer accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees typically vary depending on the financial services. However, fee types charged by Truist Advisory Services, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Series 66
Years Registered*
1 year
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other
Fee Structure
Percentage of Assets, Fixed Fees
Office Location
810 Main Street
Lynchburg, VA 24504
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Truist Advisory Services, Inc Brokerage Details
Total Assets Under Management
$53,169,938,577
VA Average: $3,570,121,308
Total Number of Employees
2,842
VA Average: 58
Total Number of Accounts
125,600
VA Average: 1,608
Average Account Size
$423,328
VA Average: $2,220,225
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Carrie Williams Work History
Carrie has been registered as a financial advisor for 1 years.*
2020 - Present (4 years)
Truist Investment Services, Inc
2012 - 2020 (8 years)
Bb&T
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carrie Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Matti Gordon
Cumming, GA
Brian Zarnick
Lexington, SC
Megan Childress
Richmond, VA
Samson Orina
Atlanta, GA
Tabitha Concepcion
Durham, NC
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Staci Goins
Myrtle Beach, SC
Learn more about Truist Advisory Services, Inc
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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